This has helped us strengthen our sales pipeline.

Many of us know about the need to manage follow-up Tasks in our CRM tool.

But what about managing ongoing sales Deals?

How do you keep track of those?

Our business uses follow-up Tasks to keep engaging with prospects. We want to engage to the point of getting them on an Intro Call together.

But once we meet with a prospect for an Intro Call, they become a qualified lead.

And that is tracked in the Deals section of our CRM (Hubspot).

Below are the “deal stages” we use as a business:

1. Intro Call Scheduled
2. Qualified Lead (if they’re a quality fit)
3. Closing Call Scheduled
4. Future Sale (Interested, but not ready to work with us yet)
5. Waiting on Decision (Needs to talk with spouse, think on it, etc.)
6. Closed Client
7. Unfit Lead

Note: You ARE able to customize your own “Deal” stages in Hubspot. If you aren’t sure how, feel free to reach out and ask.

If you don’t have a systematic way to track your ongoing deals, I HIGHLY recommend figuring out your own system.

Managing our ongoing Deals has given us a lot of clarity & peace of mind as a business.